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Client Portal in Housing Market CRM — What Your Client Sees

Tutorial 148 of 181 · 46 s

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The client portal in Housing Market CRM, part of the Business plan, is a page of their own for your buyer or your seller — no password to invent, just a link emailed to them. A seller sees how their listing is doing week by week and the notes you wrote them; a buyer sees the shortlist you built and the viewings booked, and can tell you which homes they like. This tutorial is filmed from the client's side, so you can see exactly what you are sending them.

In this tutorial you will learn

  • What a seller sees about their own listing
  • What a buyer sees on their shortlist
  • How a client answers "interested" or not
  • How they sign in without a password

Follow along: the steps

  1. This is what your client sees — their own page.
  2. A seller sees views per week on their own listing.
  3. And the notes you wrote them — so write them for the seller.
  4. A buyer sees the shortlist you built.
  5. They tell you which they like — and it comes back to the CRM.
  6. And the viewings booked for them.
  7. They sign in with a link you email. There is no password to lose.
  8. A seller who can read their own figures asks for them less often.
  9. So write the feedback notes as though the seller will read them. They will.